Attio

Overview

Attio is a next-generation CRM platform that empowers teams to craft a fully customized customer relationship management system tailored to their unique workflows. Unlike traditional CRMs, Attio allows users to capture, organize, and track customer data from multiple sources within a unified, intuitive interface. Whether you're a sales team, recruiter, or project manager, Attio adapts flexibly to your needs, creating a centralized hub for all your people and company information.

Built with smart automation, relational database functionality, and collaborative features, Attio isn't just a CRM—it’s a powerful workspace for relationship intelligence. It simplifies managing contacts, companies, and communications by integrating emails, calendars, and notes into one platform that evolves with your team.

Key Features

• Fully Customizable Workspaces: Design your CRM views, pipelines, and data structures exactly as your team requires without rigid templates.
• Unified Inbox & Integrations: Connect your email, calendar, and messaging apps to automatically capture and log communications.
• Relational Database: Link contacts, companies, deals, and tasks to build meaningful connections across your data.
• Powerful Search & Filters: Quickly locate any contact or company with advanced filtering, tags, and search capabilities.
• Collaboration Tools: Share workspaces, assign tasks, leave comments, and track progress with your team in real time.
• Automation & Workflows: Automate repetitive processes like data entry, follow-ups, and notifications to boost efficiency.
• Activity & Engagement Tracking: Monitor email opens, link clicks, and meeting activity to measure engagement.
• Secure & Private: Enterprise-grade security ensures your data remains safe and compliant.

Use Cases

• Sales Teams: Manage pipelines, track leads, and coordinate outreach campaigns with customizable workflows.
• Recruiters & HR: Organize candidates, track interview stages, and manage communications in one place.
• Customer Success: Maintain detailed records of customer interactions to deliver personalized support and reduce churn.
• Marketing Teams: Segment contacts, monitor campaign engagement, and centralize outreach data.
• Freelancers & Agencies: Keep client projects, contacts, and communications organized for better service delivery.

FAQ

Q: Is Attio suitable for small businesses? A: Yes, Attio is designed to scale and adapt to teams of all sizes, including freelancers, startups, and enterprises.

Q: Can I import data from other CRMs? A: Attio supports importing data from popular platforms like Salesforce, HubSpot, Pipedrive, and CSV files to simplify migration.

Q: Does Attio integrate with email providers? A: Yes, Attio integrates with Gmail, Outlook, and other email services to sync communications automatically.

Q: What customization options are available? A: Users can customize fields, views, relationships, pipelines, and workflows to fit their unique processes without limits.

Q: Is there a mobile app? A: Attio offers a responsive web app accessible on mobile devices, with native apps planned for future releases.

Q: How secure is my data with Attio? A: Attio uses encryption, regular security audits, and compliance with data protection standards to safeguard your information.

Q: Can multiple team members collaborate simultaneously? A: Yes, Attio supports real-time collaboration with user permissions and activity tracking for teams.

Q: Is there a free trial or demo? A: Attio offers free trials allowing teams to explore features before committing to a subscription.

For more details, visit attio.com.